See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,495 | $171,865-50.8% | $149,718-43.6% | $147,584-42.7% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 18.27% | 2113.22%-2094.9pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,016 | $6,275-83.8% | $5,445-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $4,080 | $7,271-43.9% | $6,569-37.9% | $5,439-25.0% |
| Admin fee / account holder | $311 | $13,799-97.7% | $11,283-97.2% | $10,885-97.1% |